Lifelong Learning and Financial Health Across Generations
As older adults live and work longer, lifelong learning is becoming more common. How can cross-sector leaders make higher education a tool to build financial health?
One of the Greatest Threats to Wealth Transfer May Be All in the Family
With trillions of dollars expected to move across generations in the decades ahead, inheritance disputes have severe implications for financial health.
Ownership as a Pathway to Retirement Security
Ownership is a foundation for stability, dignity, and generational opportunity. Explore how approaches like community-owned real estate and employee ownership can unlock lasting wealth for more people.
Lessons in Design: Engaging Older Adults With Digital Advisory Tools
As older adults navigate a complex retirement system, many struggle to access relevant financial guidance. How can design choices boost engagement?
A ‘tale of two retirements’ shows only the rich are saving more — while most Americans are putting away much less
Most U.S. workers struggle to save and invest for their older years.
Top earners are saving more for retirement. Everyone else is saving less.
A new report on retirement savings paints a worrisome picture: Fewer workers are saving, and only top earners are increasing their contributions from year to year.
5 financial health design principles for workplace retirement plans
Much ink gets spilled every year on the state of Americans' retirement security. Recent headlines have touted the record-high savings rates in 401(k) plans.
Incomplete, Not Obsolete: A 401(k) Toolkit To Help Solve America’s Retirement Crisis
As the first generation to rely on 401(k)s nears retirement, large swaths of Americans don’t have enough saved. Was the “do-it-yourself” approach to retirement savings a mistake?
Wall Street to Main Street: Who Accesses Non-Retirement Investment Accounts?
A new FinHealth Spend Product Spotlight reveals disparities in ownership of these wealth-building tools.